2020 Retirement Calendar Checklist

I know that retirement involves a lot more paperwork and deadlines than most people realize. This Calendar Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more.

This calendar compiles multiple deadlines and tasks in a simple month-by-month format to help you see at a glance what needs doing. The reference card also has lists of critical tasks laid out so that you can easily check off what has been accomplished.   

Naturally, you can always call me when you have questions or concerns, but this simple tool is convenient for checking on deadlines to make sure that you haven’t fallen behind.

I hope you find the 2020 Retirement Calendar Checklist to be as useful as I do.